Purchases and Sales Made in Q3 2024 in Vanguard Mortg Backed Sec ETF (VMBS)
This table provides information about the institutional ownership of Vanguard Mortg Backed Sec ETF (VMBS) during Q3 2024. The information is specifically focused on institutions that hold shares of VANGUARD MORTG-BACKED SEC ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-3.69K- 11.91% |
$166K - $175K
|
27.3K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.9K- 5.09% |
$175K - $185K
|
72.7K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.02K- 25.36% |
$180K - $191K
|
11.8K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.04K- 13.87% |
$181K - $192K
|
25.1K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.04K- 30.5% |
$182K - $192K
|
9.21K
$413K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.32K- 7.24% |
$194K - $206K
|
55.4K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.45K- 8.56% |
$200K - $212K
|
47.5K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.47K- 32.31% |
$201K - $213K
|
9.37K
$420K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4.7K- 21.12% |
$211K - $224K
|
17.6K
$786K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.91K- 2.28% |
$220K - $233K
|
210K
$9.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5K- 1.54% |
$225K - $238K
|
320K
$14.3M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.09K- 5.39% |
$229K - $242K
|
89.4K
$4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.33K- 7.82% |
$239K - $254K
|
62.9K
$2.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.4K- 11.21% |
$242K - $257K
|
42.7K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-5.75K- 32.47% |
$258K - $274K
|
12K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.77K- 29.46% |
$259K - $274K
|
13.8K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-5.93K- 17.21% |
$266K - $282K
|
28.5K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-5.98K- 7.58% |
$269K - $284K
|
73K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6.32K- 22.63% |
$284K - $301K
|
21.6K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.58K- 7.97% |
$295K - $313K
|
75.9K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-6.88K- 44.24% |
$309K - $327K
|
8.67K
$388K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.52K- 16.05% |
$338K - $358K
|
39.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.84K- 36.27% |
$352K - $373K
|
13.8K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.85K- 36.4% |
$352K - $373K
|
13.7K
$614K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-7.98K- 11.61% |
$358K - $380K
|
60.8K
$2.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-8.21K- 1.72% |
$369K - $390K
|
470K
$21.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-8.33K- 21.69% |
$374K - $396K
|
30.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-8.35K- 3.37% |
$375K - $397K
|
240K
$10.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-8.47K- 2.56% |
$380K - $403K
|
323K
$14.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.51K- 6.97% |
$382K - $405K
|
113K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.37K- 1.18% |
$421K - $446K
|
782K
$35M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.67K- 1.9% |
$434K - $460K
|
500K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 45.24% |
$453K - $480K
|
12.2K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.2K- 5.64% |
$504K - $533K
|
188K
$8.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.3K- 2.7% |
$509K - $539K
|
408K
$18.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.6K- 5.6% |
$521K - $551K
|
195K
$8.74M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-12.6K- 9.15% |
$567K - $601K
|
125K
$5.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-13.5K- 10.39% |
$606K - $642K
|
117K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-15.3K- 2.0% |
$689K - $729K
|
752K
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-16.2K- 13.47% |
$727K - $770K
|
104K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19K- 4.84% |
$853K - $903K
|
373K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-19.2K- 86.66% |
$861K - $912K
|
2.95K
$132K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-20.1K- 11.43% |
$904K - $957K
|
156K
$6.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-20.8K- 25.98% |
$934K - $989K
|
59.2K
$2.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-28.2K- 3.51% |
$1.27M - $1.34M
|
777K
$34.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.4K- 2.53% |
$1.45M - $1.54M
|
1.25M
$55.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-34.4K- 9.91% |
$1.55M - $1.64M
|
313K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-36.2K- 19.99% |
$1.62M - $1.72M
|
145K
$6.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-39.3K- 71.82% |
$1.77M - $1.87M
|
15.4K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-41.4K- 10.69% |
$1.86M - $1.97M
|
346K
$15.5M
|